Private Client Banking Advisor

Fairygodboss; Town of Brookfield (WI); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Employee wellness centers

Job summary

Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers in the branch. You will manage their banking relationships with an advice-based approach, helping clients choose the best products and services for their needs while delivering education and guidance tailored to their financial goals.

In this role you will partner with specialists to connect clients to experts, promote self-service options, and ensure compliance with banking

Qualifications

• At least 1 year of branch banking with new client acquisition.
• SIE/FINRA 6/7 and licenses or ability to obtain within 180 days.
• Compliance with Dodd-Frank/TILA requirements.
• High school diploma or equivalent.

Responsibilities

• Manage relationships with affluent clients and provide advice.
• Solicit referrals and develop internal/external sources.
• Partner with Specialists to connect clients to experts.
• Promote self-service options for 24/7 account access.
• Adhere to banking policies and regulatory requirements.

Skills

Relationship building

New client acquisition

Compliance awareness

Communication skills

Weekend/evening availability

Education

High School Diploma or GED

College degree or military equivalent

Job description

Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers in the branch. You will manage their banking relationships with an advice-based approach, helping clients choose the best products and services for their needs while delivering education and guidance tailored to their financial goals.

In this role you will partner with specialists to connect clients to experts, promote self-service options, and ensure compliance with banking